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Executive Reporting - 100% resource allocation

Hi,

I have a business need and I am looking for options to resolve the request within Clarizen.

Our Portfolio Team needs to leverage Capacity Planning as the tool is designed for project work items.  the Portfolio Team only estimates work for 6 months in the future.

Our Finance Teams and Executives what to know if we are leveraging 100% of our resources 100% of the time. in short are we getting our $ worth from our resources?

Any recommendations and guidance are welcome.

 

Kimberly Coates Answered

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If you are forward loading your resources, i.e. allocating to tasks in the future, and you have timesheets, you could run some simple scheduled reports based upon the required field names. You also have resource loading and calendar plus heatmaps that could help

 

Antony Willers 0 votes
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Due to financial Labor hours reporting constraints we cannot front load labor hours.

 

Kimberly Coates 0 votes
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